Profit Sharing · DOL Form 5500 · 2024
Rwr Capital, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $3.0M
- Avg per participant High balance/head
Official DOL plan name: Coordinated Properties, Inc. Retirement Plan · Sponsored by Rwr Capital, Inc. · Utah · Finance & Insurance
$3M in assets, 1 participants
Rwr Capital, Inc.'s Coordinated Properties, Inc. Retirement Plan reported $3M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 34th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,890 in Finance & Insurance (8,549 peers)
2024 asset change
Coordinated Properties, Inc. Retirement Plan declined sharply 21.7% in 2024 ($4M → $3M) for 1 participant.
- #1,890
- in Finance & Insurance (8,549 peers)
- -21.7%
- assets change YoY
The plan reported a net loss of $820K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Coordinated Properties, Inc. Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Coordinated Properties, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,962,159 34th percentile higher than 34% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Coordinated Properties, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coordinated Properties, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Coordinated Properties, Inc. Retirement Plan reported net income fell from $1M in the plan year 2023 filing to -$820K in the plan year 2024 filing.
- Coordinated Properties, Inc. Retirement Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 262515960 · Rwr Capital, Inc. PY 2024 · Profit Sharing
Coordinated Properties, Inc. Retirement Plan · $3M · 1 · 34th
- SCH $3M
- EBSA 1
- PART 34th
- TYPE Profit Sharing
- NET near Dino Clarizio, M.D., a Sole Proprietor Profit Sharing Plan
- BOOK ind #1890
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Utah →
Coordinated Properties, Inc. Retirement Plan in the asset neighbourhood
Rwr Capital, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Rwr Capital, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 8.326305788527097% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $3M |
| 2023 | 1 | 1 | $4M |
| 2024 | 1 | 1 | $3M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$820K |
| Employer EIN | 262515960 |
| Plan Effective Date | 1983-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Utah
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Wgu Retirement Savings Plan $533M · 8,497
- Dyno Nobel Inc. and Subsidiaries Tax-Favored Retirement Savings and Investment Plan $350M · 2,569
- Parsons Behle & Latimer Profit Sharing Plan & Trust $160M · 285
- Rio Tinto Alcan 401(k) Savings Plan for Former Employees $119M · N/A
- Campbell Scientific Profit Sharing Plan $107M · 648
Coordinated Properties, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Utah, the nearest Profit Sharing by assets is Dino Clarizio, M.D., a Sole Proprietor Profit Sharing Plan in CA ($3M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.